Fiduciary Alliance LLC
All 13F Filings
- Location
- Greenville, SC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,479,191
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 535 | 1,479,191 | 13F-HR | Fiduciary Alliance LLC |
| Q1 2026 | 4/20/2026 | 547 | 1,657,134 | 13F-HR | Fiduciary Alliance LLC |
| Q4 2025 | 1/22/2026 | 510 | 1,530,217 | 13F-HR | Fiduciary Alliance LLC |
| Q3 2025 | 10/8/2025 | 498 | 1,492,750 | 13F-HR | Fiduciary Alliance LLC |
| Q2 2025 | 7/9/2025 | 479 | 1,340,850 | 13F-HR | Fiduciary Alliance LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 840.8 K | 56.8% | 0 | 153.7 K | -153.7 K |
| ETFs | 638.4 K | 43.2% | 0 | 24.21 K | -24.21 K |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
1,479,191
Holdings
535
QoQ value change ($000)
-177,943
(-10.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.